Broker Check


How do I reset my password?

From the Account View login screen, select Forgot Password? Enter your username and select Continue. An email will be sent to your email address on file, from, with instructions on how to complete the password reset process.

I’ve locked myself out of Account View. What should I do?

To unlock your account without changing your password, contact our office. Otherwise, follow the password reset instructions above.

How do I add another email address to receive notifications pertaining to my statements?

From the Go Paperless screen, select the dropdown arrow located to the right of the statement you would like to edit the recipients on. Select Add Recipient, enter the email address you would like to add and select OK. Please note: Recipients will receive notifications informing them that a new statement is ready to be viewed, but you must access Account View to view the actual statement.

The system says an email was sent to me, but I haven’t received the email. What should I do?

Check your spam and junk folders to ensure the emails are not there. Add to your contact list or address book to ensure receipt of all emails going forward.

What versions of Quicken does the system support?

Compatible with all versions of Quicken since 2011.

How much information will Quicken download?

Your first download will default to inception to date. Subsequent downloads will allow you to change the date range.